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Category Archives: FEGLI and Life Insurance

The FEDZONE Vault: Federal Benefits Guide for New and Rehired Employees

03/12/2024
38-page PDF from the FEDZONE Vault by Ed Zurndorfer: “FEHB, Tricare, and Medicare for Federal Employees.”  Click Here to Read Federal Benefits Guide for New and Rehired Employees Click Here to Read Edward A. Zurndorfer is a CERTIFIED FINANCIAL PLANNER™ ... Read More

How to Report Interest Income to IRS [Form 1040]

03/11/2024
Interest and Dividend Income Received During 2023 Must be Reported on Form 1040 Individuals filing their 2023 federal income tax return must report all interest income (including tax-exempt interest income) and dividend income they received during 2023 on IRS Form ... Read More

The FedLife Podcast: What is a Non-Appropriated Fund Federal Employee?

03/08/2024
What is a NAF federal employee? What is the difference from a regular federal employee? Learn about the benefits, retirement options, and more! Check Out Our Next Webinar on Financial Planning for Federal Employees – REGISTER HERE FedLife Podcast (ep. ... Read More

The Fed15 Podcast: The Golden Goose of Federal Retirement Dates

03/05/2024
This week’s episode is about mapping out your retirement from the federal government in the 2020s and understanding the Federal Employee Group Life Insurance (FEGLI) program The Fed15 Podcast (Ep. 37): The Golden Goose of Federal Retirement Dates Best days ... Read More

Federal Employee and Retiree Milestones for Federal Income Taxes

03/01/2024
Age Milestones for Federal Employees and Retirees with Respect to Federal Income Taxes When it comes to minimizing an individual’s annual federal income tax liability, there are age milestones that can affect an individual’s eligibility for tax benefits, tax deductions ... Read More

There is Still Time for Employees to Make 2023 IRA Contributions

02/28/2024
Learn the advantages of making 2023 IRA contributions before the April deadline. Although the December 31,2023 year-end deadline has passed for almost all IRS tax breaks, there is still one tax break that may be available to some federal employees ... Read More

Life Insurance for Federal Workers: Eligibility for FEGLI

02/21/2024
Which federal employees are eligible for the Federal Employee Group Life Insurance program? What to know about dropping and adding coverage. When should feds look into private life insurance options? The FEGLI program covers almost all members of the federal ... Read More

Customer Service Nightmare Looming Over the SSA

02/21/2024
The Social Security Administration Faces a Customer Service Crisis as Record Number of Americans Reach Age 65 During 2024 The Social Security Administration (SSA) performs a vital role in the lives of millions of Americans, including federal employees and retirees. ... Read More

Monthly Quiz for Federal Employees: February 2024

02/16/2024
This month’s quiz for federal employees and retirees: UPCOMING FEGLI WEBINAR [ays_quiz id=”71″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that the foregoing material is accurate ... Read More

The Fed15 Podcast: What to Know About FEGLI After Retiring

02/13/2024
One thing every fed should NOT do with their FEGLI basic upon retirement. Also, tax benefit for first responders doubled in 2024! Katelyn breaks it down in this episode. The Fed15 Podcast (Ep. 34): What to Know About FEGLI After ... Read More